Check Point Report Template

What a team leader sends the project manager — progress on the products they were given, honestly, at an agreed interval.

A work package hands someone a defined piece of work. A checkpoint report is how they report back on it. Short, regular, product-focused: what is finished, what is not, what is coming, and whether the forecast still holds.

What's inside

• Checkpoint summary — the period, the package, the headline position
• Product and activity progress — against what was authorised, not against effort spent
• Next period plan — what will be complete by the next checkpoint
• Risks, issues and actions — anything the project manager needs to know or act on
• Forecast and acceptance — will the package still finish as agreed, and what has been accepted so far

Fourteen pre-built tables.

Why product-focused reporting

"We worked on the design" tells you nothing. "The design is complete and accepted; the specification is 60% drafted and forecast complete on the 14th" tells you where the work actually is. This format only accepts the second kind.

Who it's for

Team leaders and subcontractors reporting into a project manager, and project managers who want consistent reports rather than nine different formats.

Pairs with the Work Package Template (A$16), which authorises the work this report tracks, and the Highlight Report, which aggregates several checkpoints upward.

Built in Australia from more than twenty years of program delivery experience. Instant download, yours to keep.

Benefits Review Plan · A$16

The plan for checking, months after the project has gone, whether the benefits it promised actually turned up.

Projects are approved on benefits and closed on delivery, and almost nobody goes back to check the two matched. This plan schedules that check, defines how each benefit will be measured, and turns the findings into action with an owner.

What's inside

• Review scope and objectives — which benefits are being reviewed and against what baseline
• Review schedule — when each review happens, who attends, who owns it
• Measurement plan — the measure, the data source, the baseline value, the target, who collects it
• Review findings and actions — what the evidence showed, and what will be done where benefits fell short
• Review approval — signed, so the finding is on record

Twelve pre-built tables.

Why organisations avoid this

Because the answer is sometimes uncomfortable. That is precisely why it is valuable: an organisation that measures benefit realisation makes better investment decisions the following year, and one that does not keeps approving the same optimistic cases.

Who it's for

Benefits owners, PMOs, programme managers, and finance teams who approved a business case and want to know whether it came true.

Pairs with the Benefits Management Approach (A$16), which defines the framework, and the Detailed Business Case (A$24), which set the promises being reviewed.

Built in Australia from more than twenty years of program delivery experience. Instant download, yours to keep.